New customers who can't get started churn fast. This onboarding portal gives each customer a private login to guided setup steps, so a SaaS or service business activates more customers without a high-touch call for every one.
What's Included
- Private login: each customer sees their own onboarding.
- Guided steps: setup in clear order.
- Progress tracking: who's activated, who's stuck.
- Access control: secured with role-based permissions.
How To Use
- Clone the portal.
- Set your onboarding steps.
- Invite customers to their login.
- Activate more, by themselves.
Browse portal builds in the Community Gallery or open the client portal generator.